Open to opportunities

Anis Patel

@anispatel

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Experienced Salesforce Administrator and Business Analyst delivering scalable CRM solutions and integrations.

Malaysia

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What I'm looking for

I seek a role where I can design and implement scalable Salesforce solutions, lead integrations, improve data quality, mentor users, and deliver measurable business impact within collaborative teams.

I am a versatile Salesforce Administrator and Business Analyst with over six years' experience designing, implementing and optimising Salesforce solutions across global organisations. I specialise in administration, process automation, integrations and data quality to drive user adoption and operational efficiency.

At Contentsquare and Arthur D. Little I led large org administration (800+ and 1,300+ users), built integrations with DealHub, HubSpot, Workato and Zendesk, implemented Apex callouts, and produced reports and dashboards that delivered actionable business insights. I have a strong track record in gathering requirements, translating them into scalable technical solutions, and managing deployments using agile methodologies.

I am collaborative, stakeholder-focused and committed to best practices in security, testing and documentation. My background in finance and data analysis further strengthens my ability to align CRM solutions with commercial and operational goals.

Experience

Work history, roles, and key accomplishments

Global Salesforce Administrator

Contentsquare

Jun 2022 - Jan 2024 (1 year 7 months)

Led Salesforce administration for an 800+ user org, implemented a custom DealHub API integration via Apex callouts and maintained integrations (CPQ, Workato, HubSpot, Zendesk) to streamline processes and improve sales adoption.

Salesforce Administration Apex API Integration CPQ Workato HubSpot Zendesk Data Analysis

Global Salesforce Administrator/Analyst

Arthur D. Little

Apr 2018 - May 2022 (4 years 1 month)

Administered a global Salesforce org for 1,300+ users across 28 markets, implemented complex configurations and data quality initiatives, and owned the platform roadmap to drive adoption and reporting improvements.

Salesforce Configuration Data Quality Stakeholder Management

Finance Administrator

BDO

Jan 2016 - Mar 2018 (2 years 2 months)

Supported annual budgeting, forecasting and month/year-end financial processes, managed working capital and produced weekly and monthly financial reports to support leadership decision-making.

Budgeting Forecasting Cash Collections Journal Entries Financial Analysis

Financial Data Analyst

Penna

Jul 2015 - Dec 2015 (5 months)

Analyzed financial and payroll data to support year-end accounts and budget planning, maintained reporting systems and developed management information dashboards for revenue and tender analysis.

Financial Analysis Reports And Dashboards Budgeting Data Integrity Payroll Analysis Management Reporting Excel SQL

Business Support Executive

Recruitment & Employment Confederation

Jul 2013 - Jul 2015 (2 years)

Designed and implemented management dashboards and financial accountability reports, established reporting between sales and finance, and provided data-driven insights to senior leadership under SLA constraints.

Dashboard Design Management Reporting Data Analysis Stakeholder Management SLA Excel

Education

Degrees, certifications, and relevant coursework

London School of Business and Finance

ACCA, Accounting

Completed ACCA studies with the London School of Business and Finance, focusing on professional accounting qualifications and technical accounting skills.